Take a closer look at the top single-family offices investing in real estate, with AUM of $10 billion or less.

Build targeted lead lists in seconds by simply describing the audience you’re looking for.

CWM, LLC AUM: $26,774.39M Total Employees: 1,111 Teams: 42 Established: 01/03/2011 Has 58.12% of their assets with High-net-worth individuals Works with high-net-worth individuals Offers: 529

  AdvizorPro, the leading provider of B2B contact and company information in the financial services ecosystem, today announced it has been recognized on the 2024

Here are the top 5 independent RIAs in Georgia based on AUM, client size, and client type

Check out our mid-year update to see the major milestones we’ve achieved so far in 2024, and get a sneak peek at what’s coming next in our roadmap

We’ve conducted thorough research to identify the best bank and trust database solutions available in the market, saving you time and effort in finding the right fit for your needs.

Discover the top-performing ETFs held by RIAs in 2024, along with in-depth analysis and expert insights for each fund.

Our 2024 research on RIA custodians in AdvizorPro reveals key market insights, including custodian market share, fastest-growing firms, and preferred custodians among new RIAs. The findings highlight leading players, emerging trends, and popular custodian combinations.

Green flags to look for and consider before working with a family office.

As an insurance carrier, recruiting and retaining talented agent partners is crucial for expanding your distribution and driving growth. Whether you’re looking to augment your existing team or seeking guidance on effective recruitment strategies, these insights will help you attract and retain top-performing agents to write more business for you.

The latest industry insights on RIAs in the AdvizorPro database

Companies on the 2024 Inc. 5000 Regionals list had an average growth rate of 166.43 percent.

We’re pleased to present a list of the top 100 independent RIAs in the United States, as recognized by AdvizorPro. This list objectively evaluates independent

Asset managers face a wide array of challenges when reaching out to family offices. With the right data, asset managers can overcome these challenges and create personalized outreach that helps grow their AUM and unlock new opportunities in the competitive world of asset management.

The 2024 financial industry conference season promises many opportunities to network and learn at events all around the country. The AdvizorPro team has compiled a list

AI in email marketing is enhancing already powerful platforms through better data analysis, insights, and processing data from customer behavior, ultimately leading to better engagement